Colter Robert Heckman
Investment adviser representative at Modern Wealth Management, LLC
10 yearsExperience
1 stateRegistered in
$10.9BFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Modern Wealth Management, LLCApr 2026 to now
- Copper Financial Network, LLCSep 2024 to Apr 2026
- Communityamerica Credit UnionMay 2023 to Sep 2024
- UnemployedJan 2023 to Apr 2023
- Texas RoadhouseMar 2022 to Sep 2022
- Aimbridge HospitalityJul 2021 to Dec 2022
- Express Employment ProfessionalsSep 2020 to Jul 2021
- UnemployedJun 2020 to Aug 2020
- Northridge Discount LiquorsAug 2019 to Jan 2020
- Express Employment ProfessionalsMay 2019 to Dec 2019
- Wal-martOct 2018 to Dec 2018
- University of WyomingSep 2018 to May 2020
- Honeybadger LandscapingMay 2018 to Aug 2018
- Albany Restaurant Bar and LiquoramaJun 2017 to Aug 2017
- University of KansasSep 2016 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (KS).
Modern Wealth Management, LLC
$10.9BAssets managed
11,934Clients
161Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7989327
- Firm CRD
- 324624